We have exceptional reasons to be grateful to you our clients as a challenging 2018 comes to a close.
Thanks to you in the past 12 months we have seen over 100 new families referred to us who have entrusted their financial affairs to our keeping.
We are now privileged to advise on assets of around £1.2 billion. We very much appreciate your thoughtfulness and goodwill in continuing to refer your friends, family and colleagues to us and in every case will endeavour to do our best for them.
As a consequence, HFMC Wealth has been ranked in two prestigious national ‘top 100’ Adviser awards, recognised in both the FT Adviser’s Top 100 and the Citywire New Model Adviser’s Top 100.
The UK population of Adviser firms exceeds 5,000.
Annually, the FT Adviser’s Top 100 Financial Advisers list sets out to showcase the best financial advisory businesses working in the UK. In a year that has seen some big name advisory firms tumble down the list, for a growing business of our size to be included (at number 27) is a bit of a milestone.
The New Model Adviser award is more qualitative and not ranked, larger firms struggle to qualify so we were very pleased to make the list, being the 2nd largest to do so judged by assets under management.
The last few years of so much support from our clients has allowed us to not only to grow the business, but to continue to invest heavily in training, systems, new services, a new website, new expanded offices and more staff (now numbering some 85) to deliver an even better standard of service to you and your families. Our intention is to steadily continue to build a strong and stable company aligned with your interests and values for many years to come.
So, thank you again. Wishing you a wonderful, festive season!